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Chapter 3. Exploring Customer Relationship Management in Odoo
Until recently, most business and financial systems had product-focused designs while records and fields maintained basic customer information; processes and reporting typically revolved around product-related transactions. Earlier, businesses were centered on specific products, but now the focus has shifted to the customer. Customer Relationship Management (CRM) systems provide the tools and reporting necessary to manage customer information and interactions.
In this chapter, we will begin by covering the following topics:
- Looking at what it takes to implement a CRM system as part of an overall business strategy
- Installing the CRM application, and setting up salespersons that can be assigned to our customers
- Learning how to create and manage leads
- Creating opportunities and schedule events in Odoo
- Discovering the Odoo OpenChatter feature
- Managing multiple sales teams